PFO
LHCG

Pathstone Family Office’s LHC Group LLC LHCG Stock Holding History

Pathstone Family Office’s Portfolio LHCG Stock Details LHCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,486
Closed -$1.84M – 1564
2022
Q4 		$1.84M Sell
11,486
-1,814
-14% -$300K 0.02% 523
2022
Q3 		$2.18M Buy
13,300
+5,472
+70% +$888K 0.02% 411
2022
Q2 		$1.22M Buy
7,828
+2,014
+35% +$332K 0.03% 304
2022
Q1 		$1.02M Buy
5,814
+1,782
+44% +$238K 0.02% 322
2021
Q4 		$553K Sell
4,032
-2,871
-42% -$392K 0.01% 522
2021
Q3 		$1.08M Buy
6,903
+1,030
+18% +$193K 0.03% 272
2021
Q2 		$1.18M Buy
5,873
+2,171
+59% +$435K 0.04% 233
2021
Q1 		$708K Buy
3,702
+3,698
+92,450% +$741K 0.02% 275
2020
Q4 		$1K Hold
4
– – ﹤0.01% 1131
2020
Q3 		$1K Sell
4
-4
-50% -$789 ﹤0.01% 777
2020
Q2 		$2K Buy
+8
New +$1.17K ﹤0.01% 653

Other funds holding LHCG

LIC
Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Pathstone Family Office's LHCG Position: Q1 2023 in Review

Pathstone Family Office sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 11,486 shares — an estimated $1.84M sold.

Pathstone Family Office first reported a position in LHCG in Q2 2020 and held it in 11 quarters. The position peaked at $2.18M in Q3 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • Pathstone Family Office reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 11,486 LHC Group LLC shares in Q1 2023, an estimated $1.84M.
  • Pathstone Family Office first reported a position in LHC Group LLC in Q2 2020 and held it in 11 quarters.
  • Pathstone Family Office's LHC Group LLC position peaked at $2.18M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.